1. Purchase Management in Open ERP

2. Purchase Management: 1. Login to the database of Open ERP using User name and Password .

3. 2. In main Menu bar -> Purchases -> Purchase management -> Purchase Requiditions-> Click on New Button to generate a new requisition.

4. 3 . In Purchase Requisition form, enter required fields like Requisition date , Requisiton Type , Requisition Deadline and Origin.

5. 4. A Pop-up window opens which displayes the list of products that are present the Database. Select any one product or Click on New button to create new product.

6. 5. In New product form, enter the Product name, reference.

7. 6. Select Product type ,Procurement method, Supply method and Costing method. Enter the Cost price and Sale price.

8. 7 . Finally click on Save and Close the Product form.

9. 8. Select the required number of products in Purchase Requisition.

10. 9. Click on Quotations Sub tab and next click on Request for Quotation button.

11. 10. Purchase Requisiton a pop-up window appears. Select a partner or Create a New Partner in the database.

12. 11. Next click on Create Quotation button.

13. 12. A Purchase Order is raised in Request for Quotation State.

14. 13. Next Click on Products sub tab in Purchase Requisition form and Click on Confirm.

15. 14. In Purchases Management -> Request for Quotation -> Select and Open the Quotation which is raised in purchase requisition.

16. 15. Click on Compute button to compute taxes and total amount in Request for Quotation form.

17. 16. Next click on Convert to Purchase Order button to convert this quotation to Purchase Order.

18. 17. By clicking on Convert to Purchase order, the Purchase Order gets confirmed, a Reception of goods and Invoice are genarated in Draft state.

19. 18. In the list view of Purchase Orders Invoiced and Received Columns are displayed as ' 0%' initially after Approval.

20. 19. In Main Menu bar -> Warehouse -> Warehouse Management -> Incoming Shipments. Edit the pack which is in Available State.

21. 20. Next click on Process button in the Incoming shipment.

22. 21. A Pop-up window with the list of Products to process are displayed. Click on Validate.

23. 22 . Products are Processed and the status of the incoming shipment changes to Done.

24. 23. Goto list view of Purchase orders to check wether all products are processed. The PO is displaying Received as 100%

25. 24. In Main Menu ->Accounting -> Suppliers -> Supplier Invoices. Open the required Invoice which is draft state.

26. 25. Click on Compute to calculate total and taxes. Next click on Approve button.

27. 26. To pay the supplier invoice click on Pay Invoice . Pay invoice Screen appears. Select the Payment Method and click on Validate.

28. 27. After Payment the status of the Pay invoice field changes to Posted.

29. 28. Finally, Check the Purchase Order in the List view. Invoiced and Received columns are displayed as 100%.

30. 30. In Warehouse -> Product -> Click on Products option -> List of Products are displayed on the screen.

31. 31. Select the Product Purchased and Click on Stock by Location.

32. 32. Displayes the updated Stock Quantity of the Product, after Incoming of Goods In Internal location as well as in Supplier Location.

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